See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,672 | $102,604-57.4% | $86,188-49.3% | $139,434-68.7% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.0%-30.5pp | 80.3%-41.9pp |
| Annual return | 1.65% | 1922.51%-1920.9pp | 1168.45%-1166.8pp | 372.94%-371.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,376 | $4,676-49.2% | $3,985-40.4% | $6,710-64.6% |
| Admin fee / account holder | $1,323 | $8,657-84.7% | $6,852-80.7% | $11,403-88.4% |